Group
Group 1: Prioritized for foundational training
Group 2: Prioritized as needed training
The purpose of this guide is to help supervisors identify, locate, and track relevant training opportunities and resources applicable to several finance and post-award research administration positions, including: Financial Assistant, Portfolio Associate, Portfolio & Grant Analyst, Accountant, Portfolio Grant Manager, and Post Award Research Manager.
Group 1: Prioritized for foundational training
Group 2: Prioritized as needed training
M: Mandatory
R: Recommended
O: Optional
*=SPA Training is a prerequisite
**= Allocating Allowable Costs and SPA Training are prerequisites
Type | Group | Source | Category / Role | Module / Resource | Financial Assistant | Portfolio Associate | Portfolio Analyst+ | Addl Resources | |||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINANCE | 1 | TMS | Requirements | M | M | M | |||||||
FINANCE | 1 | TMS | Institutional Standards of Conduct | M | M | M | |||||||
FINANCE | 1 | TMS | Institutional Standards of Conduct | M | M | M | |||||||
FINANCE | 1 | TMS | Institutional Standards of Conduct | M | M | M | |||||||
FINANCE | 1 | TMS | Institutional Standards of Conduct | M | M | M | |||||||
FINANCE | 1 | TMS | Institutional Standards of Conduct | R | R | R | |||||||
FINANCE | 1 | Procedure | Segregation of Duties | R | R | R | |||||||
FINANCE | 1 | TMS | Chart of Accounts | R | R | R | |||||||
FINANCE | 1 | TMS | Chart of Accounts | R | R | R | |||||||
FINANCE | 1 | TMS | Chart of Accounts | R | R | R | |||||||
FINANCE | 1 | Procedure | Types of Account (Sponsored, Gifts, YD) | R | R | R | |||||||
FINANCE | 1 | MyYSM | Financial & Operational Resources | R | R | R | |||||||
FINANCE | 1 | MyYSM | Financial & Operational Resources | R | R | R | |||||||
FINANCE | 1 | YSM Finance & Administration | Onboarding & Training Program | 3-Day YSM Staff Onboarding & Training Program (Contact: Lauren Campbell) | R | R | R | ||||||
FINANCE | 1 | IYY/Work at Yale | Payroll | O | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Payroll | O | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Payroll | O | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Financial Management: Tax Resources (Exemptions) | R | R | R | |||||||
FINANCE | 1 | Yale Links | General Counsel | R | R | R | |||||||
FINANCE | 1 | Yale Links | Procurement: Resources | R | R | R | |||||||
FINANCE | 1 | Yale Links | Procurement: Resources | R | R | R | |||||||
FINANCE | 1 | Yale Links | Procurement: Resources | R | R | R | |||||||
FINANCE | 1 | Yale Links | Procurement: Resources | R | R | R | |||||||
FINANCE | 1 | Yale Links | Procurement: Resources | R | R | R | |||||||
FINANCE | 1 | Yale Links | Procurement: Resources | R | R | R | |||||||
FINANCE | 1 | Yale Links | Treasury Services | O | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 1 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 1 | Procedure | Equipment: MEI | O | R | R | |||||||
FINANCE | 1 | Procedure | Equipment: MEI | O | R | R | |||||||
FINANCE | 1 | Policy | Equipment: Securing Assets | O | R | R | |||||||
FINANCE | 1 | Yale Links | YSM Finance | R | R | R | |||||||
FINANCE | 1 | TMS | Finance: Reporting | O | R | R | |||||||
FINANCE | 1 | TMS | Finance: Reporting | O | R | R | |||||||
FINANCE | 1 | TMS | Finance: Reporting | O | R | R | |||||||
FINANCE | 2 | Yale Links | Yale Budgeting Tool (YBT) | O | R | R | |||||||
FINANCE | 2 | Yale Links | ITS Services | O | R | R | |||||||
FINANCE | 2 | Yale Links | ITS Services | O | R | R | |||||||
FINANCE | 2 | Yale Links | ITS Services | O | R | R | |||||||
FINANCE | 2 | Procedure | Sponsored Identity | O | O | O | |||||||
FINANCE | 2 | Graduate Student Funding | O | O | O | ||||||||
FINANCE | 2 | Procedure | Administration of Student Employment | O | O | O | |||||||
FINANCE | 2 | Procedure | Purchase Contracts (FKA Professional Services Agreement) | R | R | R | |||||||
FINANCE | 2 | Procedure | Assets and Liabilities / General Ledger | R | R | R | |||||||
FINANCE | 2 | TMS | University Purchasing Card (Pcard) | O | R | R | |||||||
FINANCE | 2 | TMS | University Purchasing Card (Pcard) | O | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 2 | Yale Links | General Counsel | O | R | R | |||||||
FINANCE | 2 | Yale Links | Facilities | O | O | O | |||||||
FINANCE | 2 | Yale Links | TR&S - Transport, Receiving & Storage | O | O | O | |||||||
FINANCE | 2 | IYY/Work at Yale | Manager Toolkit/Recruiting and hiring steps | O | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Manager Toolkit/Recruiting and hiring steps | O | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Manager Toolkit/Recruiting and hiring steps | O | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Manager Toolkit/Recruiting and hiring steps | O | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Manager Toolkit/Recruiting and hiring steps | O | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Financial Management: Accounting | R | R | R | |||||||
FINANCE | 2 | Yale Links | Travel Management: Egencia Booking Tool | R | R | R | |||||||
FINANCE | 2 | Yale Links | Travel Management: Egencia Booking Tool | R | R | R | |||||||
FINANCE | 2 | Yale Links | Travel Management: Egencia Booking Tool | R | R | R | |||||||
FINANCE | 2 | IYY/Work at Yale | Learn and Grow/Online Learning Courses/Training: Financial Training | R | R | R | |||||||
FINANCE | 2 | TMS | Standards of Business Conduct | R | R | R | Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS. | ||||||
FINANCE | 2 | TMS | Standards of Business Conduct | R | R | R | Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS. | ||||||
FINANCE | 2 | TMS | Finance: Reporting | O | R | R | Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS. | ||||||
FINANCE | 2 | TMS | Finance: Reporting | O | R | R | Note: All navigation is open, and you may move freely through the lessons without first completing any activities. There is no quiz at the end and your completion of the course will not be captured in TMS. | ||||||
GRANT & CONT. ADMIN. | 1 | TMS | Sponsored Projects Training | R | M | M | |||||||
GRANT & CONT. ADMIN. | 1 | TMS | Sponsored Projects Training | R | M | M | |||||||
GRANT & CONT. ADMIN. | 1 | TMS | Sponsored Projects Training | R | M | M | |||||||
GRANT & CONT. ADMIN. | 1 | TMS | Sponsored Projects Training | O | O | R | |||||||
GRANT & CONT. ADMIN. | 1 | TMS | Sponsored Projects Training | O | O | R | |||||||
GRANT & CONT. ADMIN. | 1 | TMS | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 1 | TMS | Sponsored Projects Training | O | O | O | |||||||
GRANT & CONT. ADMIN. | 2 | IYY/Research Support | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | Yale Links | OSP/Financial Management: Allocability of Costs | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | YSM Financial Operations - BOOST | R | R | R | Same as Allocation principles and Methodologies | ||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | O | O | O | |||||||
GRANT & CONT. ADMIN. | 2 | IYY/Research Support | OSP/Contract Negotiations | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | IYY/Research Support | OSP/Contract Negotiations | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | IYY/Research Support | OSP/Contract Negotiations | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | YSM Financial Operations - BOOST | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | IYY/Research Support | OSP/Proposals | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | R | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | YSM Financial Operations - BOOST | R | R | R | Same as Subrecipient Basics and Monitoring - Online | ||||||
GRANT & CONT. ADMIN. | 2 | TMS | YCCI/Clinical Trials | O | R | R | |||||||
GRANT & CONT. ADMIN. | 2 | TMS | Sponsored Projects Training | R | R | R | |||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Financials | R | R | R | ||||||||
WORKDAY | 1 | Workday Learning | Workday Learner | R | R | R | |||||||
WORKDAY | 1 | Workday Learning | Workday Learner | R | R | R | |||||||
WORKDAY | 1 | Workday Learning | Workday Learner | R | R | R | |||||||
WORKDAY | 1 | Workday Learning | Workday Manager | R | R | R | Same as the YSM Learner Training | ||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | Same as the Cost Center Finance & Accounting Specialist Role (Cost Transfer Principles - Online is optional) | O | R | R | |||||||
WORKDAY | 2 | Workday Financials | Same as the Cost Center Finance & Accounting Specialist Role (Cost Transfer Principles - Online is optional) | O | R | R | |||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | Same as the Cost Center P2P 1K Approver Role | O | R | R | |||||||
WORKDAY | 2 | Workday Financials | Same as the Cost Center P2P 1K Approver Role | N/A | R | R | |||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | R | O | O | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | ||||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | Same as the Effort Certification Reviewer Role | R | R | R | |||||||
WORKDAY | 2 | Workday Financials | R | R | R | ||||||||
WORKDAY | 2 | Workday Financials | M | M | M | Same as the Award Analyst Role |